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Author Topic: Best way to cancel a pledge  (Read 318 times)

Sean Madsen

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Best way to cancel a pledge
December 10, 2012, 10:51:09 am
Example: Someone pledges $100 per year for the next 5 years. Great. The first two payments come in and we mark them as such in CiviCRM. Great. But then the donor contacts us and says they're unable to fulfill their remaining three pledges. How do we record this in CiviCRM?

I hope there is a way to do this now that I just can't see. But just FYI, here's where I expected to find this capability: the pledge payments have links to "record payment", "submit payment", and "edit payment". Perhaps there could be another link for "cancel payment" or maybe this option just exists when you click "edit payment". Then if I cancel all the remaining payments for a pledge, the pledge should get marked as completed.

Jason W

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Re: Best way to cancel a pledge
December 13, 2012, 02:47:30 pm
Hello Sean,

The ability to cancel a pledge actually resides under the More tab on the Find Pledge page. it automatically sete the status to cancelled, and cancels the remaining payments.

Cheers,
Jason
civiTrainingTutorials
"Helping You Help Others"

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Best way to cancel a pledge

This forum was archived on 2017-11-26.